What Happens When I Add Leads to a Project?

When adding leads to your projects, you will receive the following information immediately:

• Name
• Contact information (emails are required)
• Address
• Preferred Contact method
• Preferred language (if not English)
• Utility Service
• Utility Account Number
• Date household was added to the Connector

States have the ability to modify this information as needed, so depending on where a project is located, you may receive additional information.

Additionally, when a lead is added to a project, that household will receive an automatic notification telling the customer:

• They have been added to a project
• The name and information about the subscription manager running the project
• The customer should expect to be contacted by the subscription manager to complete their enrollment

After adding leads to a project, Subscription Managers are expected to contact customers as soon as possible, and not later than 2 business days of acquisition. Timely communication with customers is impactful on successful lead conversion.

After contacting customers, Subscription Managers should update household statuses to reflect whether a household has subscribed or declined.